Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,153 institutions that hold shares in the stock, with a total of 548 Million shares, which have been reported (via 13F filing form) to have a value of $75.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
95,683,214
shares
|
$13.1 Billion
0.22% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
58,975,979
shares
|
$8.1 Billion
0.14% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
38,025,738
shares
|
$5.22 Billion
8.66% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
36,777,912
shares
|
$5.05 Billion
0.93% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
35,629,771
shares
|
$4.9 Billion
0.19% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
18,685,844
shares
|
$2.57 Billion
0.43% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
17,054,177
shares
|
$2.34 Billion
0.18% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
12,914,347
shares
|
$1.77 Billion
0.14% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
12,457,425
shares
|
$1.71 Billion
0.13% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
12,174,792
shares
|
$1.67 Billion
0.91% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
8,143,452
shares
|
$1.12 Billion
0.22% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
7,758,439
shares
|
$1.07 Billion
0.25% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
7,418,346
shares
|
$1.02 Billion
0.19% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,190,531
shares
|
$988 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,920,426
shares
|
$951 Million
0.23% of portfolio
|
Q3 2024
Added 638.01%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
6,698,839
shares
|
$920 Million
3.96% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
6,351,430
shares
|
$873 Million
0.09% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
6,284,754
shares
|
$864 Million
0.85% of portfolio
|
Q3 2024
Added 178.63%
|
|
|
Resolution Capital LTD
Sydney, Nsw, C3 |
Nov 14, 2024 Q3 2024 |
6,101,824
shares
|
$838 Million
13.44% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
6,066,213
shares
|
$833 Million
0.15% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,491,267
shares
|
$755 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
Nov 12, 2024 Q3 2024 |
5,166,733
shares
|
$710 Million
6.38% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,837,441
shares
|
$665 Million
0.18% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
4,748,547
shares
|
$652 Million
0.25% of portfolio
|
Q3 2024
Reduced 13.88%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
4,028,717
shares
|
$554 Million
0.09% of portfolio
|
Q3 2024
Added 3.18%
|